How to move an asset to another portfolio

Move an asset from one portfolio to another with the transfer functionality on Exceefy (Required Premium).

To move an asset:

  1. Go to wallet > Advanced > Transfer.

  1. Select:

    • Original Wallet

    • The final wallet

    • The token and the quantity

  2. A sale transaction on the original portfolio and a transaction purchase on the destination portfolio will be created automatically.

⚠️Important:

  • The functionality Transfer is available only for subscriptions Premium.

  • If you are not premium, you will need to manually make sales and purchase transactions to move an asset.

Help Exceefy | Move an asset in Exceefy